Payments School

A two-day course designed to help financial institutions remain competitive and top of wallet.

Be the go-to card your customers rely upon!

Attendance qualifies you for 12 CPE credits! 


Scorecard Performance

Learn how you perform against peers and identify your opportunities.


Payments Arsenal

Acquire the tools you need to thrive in this competitive market.


Strategic Best Practices

Learn best practices and develop a payments roadmap for your financial institution.

Choose a 2021 Payments School


Virtual

March 29 – 30

$2,995

 

Sold Out

Chicago, IL

July 19 – 20

$2,995

 

Register Now

Scottsdale, AZ

October 4 – 5

$2,995

 

Register Now

Portland, OR

October 19 – 20

$2,995

 

Register Now

Date Change and Cancellation Policy: In the event a participant would like to change the date of their upcoming session, Cornerstone will allow a one-time change. For second-time changes, cancellation fees will apply. A cancellation fee of 50% of registration costs will be applied for a cancellation received more than 10 days before the school. No refund will be issued for cancellations received less than 10 days before the first day of school.

Today's evolving payments landscape can be a challenge to navigate with certainty and control.

 

Payments is an under-leveraged revenue stream for financial institutions.

 

Payments may not be aligned in your financial institution today and this can make it difficult to acquire the necessary resources to drive business.

 

The dynamic payments ecosystem requires proactive management to keep pace with the competition.

Cornerstone's Payments School eliminates the guesswork and puts you on the right track to grow your payments business.


Learn how to position your payments product(s) in the market to increase consumer awareness and encourage card usage.


Use newfound insights to create a payments roadmap designed for optimal performance.


Gain industry awareness from colleagues and discover the payments trends you need to embrace to remain competitive.


 

Payments School Course Curriculum

Day 1 Topics
  • Payment Trends
  • Debit Card Best Practices
  • Debit Performance Review
  • Digital Landscape & Trends
  • Fraud
  • Customer Onboarding
  • Digital Onboarding
Day 2 Topics
  • Credit Card Best Practices
  • Product Management Responsibilities
  • Vendor Expectations and Accountability
  • Competitive Analysis
  • Payments Performance Review
  • Working Session

What attendees are saying…

2021 Spring Payments School - CEO of Large Credit Union

"I was very glad to have participated in the school as it is already reshaping my thinking in this critical area."

    2019 Payments School 1

    "This was a very organized and accommodating experience - well done! The slides and materials were especially helpful."

      2019 Payments School 2

      "Very informative! Exceeded my expectations. I now have a lot of information to take back to my credit union."

        2019 Payments School 3

        "A good investment of time. The payments roadmap will really help my bank think through our future endeavors."

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          Choose a 2021 Payments School


          Virtual

          March 29 – 30

          $2,995

           

          Sold Out

          Chicago, IL

          July 19 – 20

          $2,995

           

          Register Now

          Scottsdale, AZ

          October 4 – 5

          $2,995

           

          Register Now

          Portland, OR

          October 19 – 20

          $2,995

           

          Register Now

          Date Change and Cancellation Policy: In the event a participant would like to change the date of their upcoming session, Cornerstone will allow a one-time change. For second-time changes, cancellation fees will apply. A cancellation fee of 50% of registration costs will be applied for a cancellation received more than 10 days before the school. No refund will be issued for cancellations received less than 10 days before the first day of school.

          Payments School Instructors



          During this two-day experience, attendees will have unlimited access to the instructors' 55 years of real-world knowledge and insights.

          Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As co-lead of the firm’s Payments

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          Brandi Gregory has over 15 years of experience in the financial services industry with an emphasis on relationship management, payments

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          Kim Swenson brings more than two decades of financial services management consulting, retail banking and payments experience to her role

          View profile

          Payments Solutions

          No area of financial services has seen more changes and new entrants than the payments arena. With payments revenue accounting for as much as 40% of an institution’s non-interest income, banks and credit unions must take a proactive approach to protect and grow this revenue engine to its full potential. Cornerstone Advisors can be an indispensable partner in this strategy.

          Bringing Compliance Along on the Digital Journey

          Compliance plays an important role in a financial institution’s relationship with its customers. Bankers need to do it right. As banks evolve to a digital-centric operating model, one of the laments Cornerstone often hears from our clients is, “Compliance won’t let us do that.” It’s true – kind of…

          FIS/Worldpay Agree to Combine: So What?

          These major vendors are pursuing strategies to gain scale and build the firepower to invest in new technologies and customer experience capabilities. Yet, while mega-payments players could potentially improve their future service offerings, the reality is it leaves bank and credit union executives with fewer vendor choices…

          CPE Logo Cornerstone Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org